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Epiphany Financial Coaching CRD 307859
$23.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7500 College Blvd. Suite 500, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-05-28 |
| KS | RA | APPROVED | 2021-06-08 |
Branch Locations
7500 College Blvd. Suite 500, Overland Park, KS 66210 • United States
7500 College Blvd. Suite 500, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-20 |
| LA | RA | APPROVED | 2022-07-13 |
| MO | RA | APPROVED | 2010-02-26 |
| KS | RA | APPROVED | 2009-01-06 |
Branch Locations
7500 College Blvd. Suite 500, Overland Park, KS 66210 • United States
7500 College Blvd. Suite 500, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2014-08-29 |
Branch Locations
7500 College Blvd. Suite 500, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Renovators, Llc | Overland Park | KS | 01/2009 | Present |
| Stewardship Wealth Management | Overland Park | KS | 08/2014 | Present |
| Epiphany Financial Coaching, Llc | Overland Park | KS | 02/2021 | Present |
1)INDEPENDENT INSURANCE AGENT; NON-INVESTMENT RELATED; 7500 COLLEGE BLVD., STE 500, OVERLAND PARK, KS 66210; SINCE 01/2007; 16 HOURS/MONTH 2) JENKS PROPERTIES, LLC; NON-INVESTMENT RELATED; INDEPENDENT REAL ESTATE INVESTOR; 3401 W. 71ST STREET, PRAIRIE VILLAGE, KS 66208; SINCE 01/2001; 16 HOURS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-11 |
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